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The Wealthy Barber on the markets, economy and the current business environment

Jul 06, 2020 | RBC Wealth Management

“I'm still a long-term optimist, there are definitely challenges out there now, but I feel good about where we're headed.”

Categories:

Estate planning

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Podcast: Family tax planning with a prescribed rate loan strategy

Jun 30, 2020 | Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

Categories:

Tax Wealth Family

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Talking tax savings: Have you considered a prescribed rate loan strategy?

Talking tax savings: Have you considered a prescribed rate loan strategy?

Jun 03, 2020 | Wealth Management Services

Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.

Categories:

Tax

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